Walmart Inc.
WMT- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000104169
In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 8 sales; 4,427 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.
13F holders, Q4 2023
Institutional positions in Walmart Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,090
- +209 vs. Q3 2023
- Shares held
- 920.2M
- +1.56M (+0.2%) vs. Q3 2023
- Total value
- $145.1B
- −$1.84B (−1.3%) vs. Q3 2023
- New holders
- 360
- 1,161 more added
- Sold out
- 151
- 1,174 more reduced
49 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 11,655 | $1.84M | 0.29% | +1,073+10.1% | Added |
| CoreFirst Bank & Trust | 11,693 | $1.84M | 1.23% | −75−0.6% | Reduced |
| PFG Investments, LLC | 11,699 | $1.84M | 0.34% | +442+3.9% | Added |
| Portside Wealth Group, LLC | 11,706 | $1.85M | 0.34% | −892−7.1% | Reduced |
| GFG Capital, LLC | 11,767 | $1.86M | 0.50% | −210−1.8% | Reduced |
| Global Trust Asset Management, LLC | 11,776 | $1.86M | 0.81% | −294−2.4% | Reduced |
| Ethic Inc. | 11,876 | $1.87M | 0.06% | +3,895+48.8% | Added |
| Avantax Planning Partners, Inc. | 11,899 | $1.88M | 0.07% | +521+4.6% | Added |
| Transcend Wealth Collective, LLC | 11,912 | $1.88M | 0.17% | +567+5.0% | Added |
| Ronald Blue Trust, Inc. | 11,744 | $1.88M | 0.03% | −911−7.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,920 | $1.88M | 1.13% | −314−2.6% | Reduced |
| Eudaimonia Partners, LLC | 11,916 | $1.88M | 0.49% | +5,284+79.7% | Added |
| Insight Inv LLC | 11,917 | $1.88M | 1.84% | +70+0.6% | Added |
| Ironwood Investment Counsel, LLC | 11,960 | $1.89M | 0.35% | −400−3.2% | Reduced |
| Verity Asset Management, Inc. | 11,965 | $1.89M | 1.21% | +44+0.4% | Added |
| White Pine Capital LLC | 11,971 | $1.89M | 0.73% | −766−6.0% | Reduced |
| Powers Advisory Group, LLC | 11,982 | $1.89M | 1.17% | −265−2.2% | Reduced |
| Monetary Management Group Inc | 12,086 | $1.91M | 0.59% | 00.0% | Unchanged |
| Perpetual Ltd | 12,132 | $1.91M | 0.02% | −7,530−38.3% | Reduced |
| Page Arthur B | 12,200 | $1.92M | 2.03% | −1,505−11.0% | Reduced |
| Front Row Advisors LLC | 12,186 | $1.93M | 0.89% | −90−0.7% | Reduced |
| Oarsman Capital, Inc. | 12,255 | $1.93M | 0.51% | +33+0.3% | Added |
| Gables Capital Management Inc. | 12,255 | $1.93M | 1.20% | +22+0.2% | Added |
| Doliver Advisors, LP | 12,262 | $1.93M | 0.59% | −986−7.4% | Reduced |
| Catalyst Capital Advisors LLC | 12,273 | $1.93M | 0.05% | +211+1.7% | Added |
| Sterling Investment Management, Inc. | 12,276 | $1.94M | 1.42% | −79−0.6% | Reduced |
| Exchange Bank | 12,288 | $1.94M | 1.68% | −181−1.5% | Reduced |
| StoneX Group Inc. | 12,248 | $1.94M | 0.19% | +43+0.4% | Added |
| Weatherly Asset Management L. P. | 12,268 | $1.94M | 0.21% | −81−0.7% | Reduced |
| FLC Capital Advisors | 12,325 | $1.94M | 0.52% | −124−1.0% | Reduced |
| Holderness Investments Co | 12,327 | $1.94M | 0.53% | +5,126+71.2% | Added |
| Trust Co of Virginia | 12,327 | $1.94M | 0.20% | −565−4.4% | Reduced |
| Pettee Investors, Inc. | 12,339 | $1.95M | 0.86% | −500−3.9% | Reduced |
| Waddell & Associates, LLC | 12,503 | $1.95M | 0.26% | −6,005−32.4% | Reduced |
| Deltec Asset Management LLC | 12,372 | $1.95M | 0.44% | +10,850+712.9% | Added |
| JT Stratford LLC | 12,372 | $1.95M | 0.45% | −487−3.8% | Reduced |
| Windsor Capital Management, LLC | 12,396 | $1.95M | 0.64% | −172−1.4% | Reduced |
| Midland Wealth Advisors LLC | 12,427 | $1.96M | 0.13% | +12,427 | New |
| Bowman & Co S.C. | 12,471 | $1.97M | 1.37% | +578+4.9% | Added |
| Quilter Plc | 12,500 | $1.97M | 0.07% | −245−1.9% | Reduced |
| Peterson Wealth Management | 12,501 | $1.97M | 1.77% | +3,693+41.9% | Added |
| XTX Topco Ltd | 12,507 | $1.97M | 0.43% | +12,507 | New |
| Steel Peak Wealth Management LLC | 12,455 | $1.97M | 0.12% | −3,144−20.2% | Reduced |
| Baystate Wealth Management LLC | 12,536 | $1.98M | 0.14% | −19−0.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 12,557 | $1.98M | 1.61% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 12,579 | $1.98M | 0.85% | −40.0% | Reduced |
| Bremer Bank National Association | 12,591 | $1.98M | 0.37% | +490+4.0% | Added |
| Evernest Financial Advisors, LLC | 12,604 | $1.99M | 1.01% | +12,604 | New |
| Successful Portfolios LLC | 12,606 | $1.99M | 1.49% | −110−0.9% | Reduced |
| Continuum Advisory, LLC | 12,609 | $1.99M | 0.28% | −21,112−62.6% | Reduced |
| Kovack Advisors, Inc. | 12,621 | $1.99M | 0.24% | −756−5.7% | Reduced |
| GeoWealth Management, LLC | 12,684 | $2.00M | 0.17% | +9,779+336.6% | Added |
| Invst, LLC | 11,813 | $2.01M | 0.26% | −426−3.5% | Reduced |
| Harbour Investments, Inc. | 12,815 | $2.02M | 0.08% | +1,859+17.0% | Added |
| Martin & Co Inc | 12,901 | $2.03M | 0.50% | −669−4.9% | Reduced |
| Pinnbrook Capital Management LP | 12,930 | $2.04M | 0.48% | −49,224−79.2% | Reduced |
| 9258 Wealth Management, LLC | 12,972 | $2.04M | 0.36% | +235+1.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,990 | $2.05M | 0.01% | +1,102+9.3% | Added |
| Avidian Wealth Solutions, LLC | 12,999 | $2.05M | 0.13% | +1,225+10.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $2.05M | 0.71% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 13,018 | $2.05M | 0.99% | −2,270−14.8% | Reduced |
| NVWM, LLC | 12,976 | $2.05M | 0.62% | +150+1.2% | Added |
| Kesler, Norman & Wride, LLC | 13,025 | $2.05M | 0.47% | −37−0.3% | Reduced |
| Zullo Investment Group, Inc. | 13,045 | $2.06M | 1.05% | −613−4.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 13,054 | $2.06M | 0.84% | +13,054 | New |
| Symphony Financial, Ltd. Co. | 12,771 | $2.07M | 0.44% | −832−6.1% | Reduced |
| Pegasus Asset Management, Inc. | 13,115 | $2.07M | 0.89% | +18+0.1% | Added |
| Jones Financial Companies LLLP | 13,185 | $2.08M | 0.00% | +474+3.7% | Added |
| Moreno Evelyn V | 13,200 | $2.08M | 0.98% | −21,452−61.9% | Reduced |
| Simplicity Wealth,LLC | 13,206 | $2.08M | 0.81% | +6,682+102.4% | Added |
| Riverbridge Partners LLC | 13,224 | $2.08M | 0.03% | −323−2.4% | Reduced |
| First Heartland Consultants, Inc. | 13,247 | $2.09M | 0.25% | +3,744+39.4% | Added |
| Geneva Capital Management LLC | 13,262 | $2.09M | 0.04% | −667−4.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,271 | $2.09M | 0.34% | −434−3.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 13,288 | $2.09M | 1.83% | −4,502−25.3% | Reduced |
| St. Johns Investment Management Company, LLC | 13,291 | $2.10M | 1.07% | −13−0.1% | Reduced |
| Lincoln Capital Corp | 13,306 | $2.10M | 1.02% | −1,502−10.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 13,328 | $2.11M | 1.44% | +115+0.9% | Added |
| Atlantic Union Bankshares Corp | 13,431 | $2.12M | 0.20% | −1,373−9.3% | Reduced |
| Wintrust Investments LLC | 13,448 | $2.12M | 0.21% | −800−5.6% | Reduced |
| Capital Planning Advisors, LLC | 13,453 | $2.12M | 0.40% | +4,569+51.4% | Added |
| Security National Bank of Sioux City Iowa | 13,461 | $2.12M | 1.60% | −246−1.8% | Reduced |
| Stokes Family Office, LLC | 13,462 | $2.12M | 0.29% | −8,261−38.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,517 | $2.13M | 1.53% | −105−0.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,534 | $2.13M | 0.69% | +3,094+29.6% | Added |
| Sunbelt Securities, Inc. | 13,541 | $2.13M | 0.27% | +434+3.3% | Added |
| Wealth Alliance Advisory Group, LLC | 13,546 | $2.14M | 0.56% | +1,419+11.7% | Added |
| Kanawha Capital Management LLC | 13,556 | $2.14M | 0.20% | +668+5.2% | Added |
| David Loasby | 13,641 | $2.14M | 0.23% | −343−2.5% | Reduced |
| Bank of Stockton | 13,208 | $2.14M | 0.71% | −130−1.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 13,585 | $2.15M | 0.60% | +388+2.9% | Added |
| Rockline Wealth Management, LLC | 13,637 | $2.15M | 0.89% | +13,637 | New |
| Strategic Wealth Partners, Ltd. | 13,657 | $2.15M | 0.27% | −1,063−7.2% | Reduced |
| Evergreen Capital Management LLC | 13,621 | $2.15M | 0.09% | +843+6.6% | Added |
| Change Path, LLC | 13,737 | $2.17M | 0.14% | +982+7.7% | Added |
| Abbrea Capital, LLC | 13,693 | $2.17M | 0.31% | −25−0.2% | Reduced |
| Central Valley Advisors, LLC | 13,757 | $2.17M | 1.28% | +13,757 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 13,759 | $2.17M | 0.17% | +13,759 | New |
| Koshinski Asset Management, Inc. | 13,777 | $2.17M | 0.33% | −10,691−43.7% | Reduced |
| NTV Asset Management LLC | 13,818 | $2.18M | 0.37% | +332+2.5% | Added |